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features
design
support

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Description

ClientFlow is an integrated inbox and project management solution tailored specifically for client service teams. It enables the management of email interactions, tasks, and timesheets within a unified platform. By consolidating personal and team email exchanges along with client communications, ClientFlow ensures that every message is acknowledged and addressed. All client interactions are centralized, allowing for a streamlined approval process through customized branded requests and the automation of recurring discussions via personalized message templates. Users can easily connect their email accounts or set up auto-forwarding from any address, granting teammates visibility into all conversations without the hassle of toggling between various group email accounts. While ClientFlow resembles a conventional email client, it enhances functionality by incorporating features that significantly improve collaborative discussions. This makes it an indispensable tool for enhancing team efficiency and client satisfaction.

Description

Flow-e serves as a sophisticated visualization tool that enhances your Outlook inbox experience. It integrates a sleek Kanban-style workflow, incorporating principles from Inbox Zero and the Getting Things Done (GTD) methodology. By utilizing Flow-e, you can forgo the necessity of additional task management software, effectively converting your inbox into a comprehensive To Do application. Many users have called Flow-e innovative, revolutionary, and outstanding, among other accolades. This tool acts solely as a visual overlay on your existing inbox, ensuring that your data remains intact and secure. Flow-e processes your inbox in real-time without retaining any email content on our servers. Tailored for team leaders, Flow-e not only helps you achieve Inbox Zero but also elevates your productivity by transforming your Outlook mailbox into a dynamic visual taskboard. You can now oversee personal tasks and emails through a streamlined visual workflow that aligns with your specific processes. Additionally, your daily agenda is presented in an easy-to-read timeline format, making it effortless to schedule meetings and set reminders directly from your inbox with just a single click. Ultimately, Flow-e revolutionizes how you manage tasks and communications, enhancing both efficiency and organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Google Workspace

Integrations

Gmail
Google Workspace

Pricing Details

$19 per month per user
Free Trial
Free Version

Pricing Details

$5.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ReportGarden

Founded

2013

Country

United States

Website

clientflow.com

Vendor Details

Company Name

Flow-e

Country

Bulgaria

Website

flow-e.com

Product Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Email Management

Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Product Features

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Email Management

Data Recovery
Email Archiving
Email Monitoring
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Alternatives

Alternatives

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ClientFlow

ReportGarden
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SpinOffice CRM

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